Meeting your clients' support needs
Looking after our customers is important to us. We want to ensure that your clients who could be vulnerable get the support they need to access our products and services. Support needs can take many forms, like needing written information in braille, or needing to take a little bit of extra time on the phone.
How can you help?
If you would like to tell us about your client's support needs, and your client is happy for you to do so, you can complete a form on their behalf.
Please ensure before completing the form you have asked your client for permission and have their consent to record and share their Support Needs with us.
We will not share these support needs with Solicitors or Valuers.
You can find the form here.
Once you have completed the form, please send it via attachment to firstname.lastname@example.org.
Please read our vulnerable client guidance page which details specific support needs that may apply to your clients.
Please note: Your client’s support needs will be recorded on their account, following completion of the mortgage. In the event that their application is withdrawn, or declined by us, we’ll delete the support needs information you provide in order to protect your client’s personal data.